Validation Training Institute Incorporated FY2020 filing

Tax-deductible

Pleasant Hill, OR501(c)(3)EIN 34-1406307Revenue $187K in FY2020

On file with the IRSvfvalidation.orgPo Box 871, 97455-0871 · Pleasant Hill, ORTax-exempt since Feb 1984Publicly supported charity — 170(b)(1)(A)(vi)

This page gets seen. Tell your story. Claim this org.

VTI provides high-quality Validation training to caregivers of older adults living with forms of dementia

501(c)(3) charity; gifts are tax-deductible.
40¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $305K a year · 81% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
40%
of spending
Concern: 40% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
15 mo
of spending, in cash
Looks good: 15.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $1.1M
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1K
0.1% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$187K
Spent
$85K
To programs
40%
Net assets
$824K
By yearFY2020–FY2024
Revenue
$187K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$187K
FY2021$185K
FY2022$182K
FY2023$617K
FY2024$712K
Expenses
$85K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$85K
FY2021$73K
FY2022$60K
FY2023$64K
FY2024$75K
Net assets
$824K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$824K
FY2021$972K
FY2022$971K
FY2023$1.6M
FY2024$2.4M

From the FY2020 Form 990 · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1984.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

40 cents of each dollar spent went to programs.

Program services 40% · $34K Management & general 32% · $28K Fundraising 28% · $24K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Chair of Research Committee
$0Pt VII · Sec A
See Validation Training Institute Incorporated executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes

Programs and updates

Train caregivers to effectively support older adults with dementia.

Questions for Validation Training Institute Incorporated

Tap to ask. Validation Training Institute Incorporated sees how many people are interested.

Your first name shows with your question. Validation Training Institute Incorporated answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $34K · in their own filed words · FY2020
01

-Development of training centers that offer Validation training and information. -Develop and maintain quality standards for curricula, training materials and the spreading of Validation information. -Develop curricula and training materials on the Validation method.

$34Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 3 funders$1.1M
See all 3 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$187K
Ln 12
Gifts and grantsLn 1h$138K
Fees for servicesLn 2g$36K
Investment incomeLn 3$14K
Money outPt IX
$85K
Ln 25
Programscol B$34K
Managementcol C$28K
Fundraisingcol D$24K
Owns and owesPt X
$824K
net assets · Ln 32
Cash and savingsLn 1–2$110K
Total assetsLn 16$825K
LiabilitiesLn 26$1K
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$138K
Fees for servicesLn 2g$36K
Investment incomeLn 3$14K
Gains on assetsLn 7$0
Total revenueLn 12$187K
Assets in detailPt X, end of year
CashLn 1$110K
SavingsLn 2$0
Cash and savings togetherLn 1–2$110K
InvestmentsLn 11–13$608K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$825K
LiabilitiesLn 26$1K
Net assetsLn 32$824K
OperationsPt I, VI
EmployeesI 50
VolunteersI 612
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$122K$110K
InvestmentsLn 11–13$520K$608K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$646K$825K
LiabilitiesLn 26$2K$1K
Net assetsLn 32$644K$824K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$11K$11K
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$52K$28K$24K
Advertising and promotionLn 12$5K$5K
Office expensesLn 13$916$916
Information technologyLn 14$9K$9K
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$8K$8K
Total functional expensesLn 25$85K$34K$28K$24K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $712K$75K$637K$2.4M 990 PDF
FY2023 $617K$64K$553K$1.6M 990 PDF
FY2022 $182K$60K$123K$971K 990 PDF
FY2021 $185K$73K$112K$972K 990 PDF
FY2020 Viewing $187K$85K$102K$824K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $187,267 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $514,795$137,505
I-9 Program service revenuePrior year $41,869$35,726
I-10 Investment incomePrior year $8,667$14,036
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $565,331$187,267
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $124,213$85,359
I-18 Total expensesPrior year $124,213$85,359
I-19 Revenue less expensesPrior year $441,118$101,908
Part VI · Governance 11 of 11 board members independent, 3 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $187,267 across 9 lines filed
VIII-1f All other contributions, gifts and grants$137,505
VIII-1h Total contributions, gifts and grants$137,505
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $35,726$35,726
VIII-3 Investment incomeExcluded from tax $14,036$14,036
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $35,726 · Excluded from tax $14,036$187,267
Part IX · Statement of functional expenses $85,359 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal feesPrograms $11,016$11,016
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesManagement $27,500 · Fundraising $24,000$51,500
IX-12 Advertising and promotionPrograms $4,938$4,938
IX-13 Office expensesPrograms $916$916
IX-14 Information technologyPrograms $9,431$9,431
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Programs $7,558$7,558
IX-25 Total functional expensesPrograms $33,859 · Management $27,500 · Fundraising $24,000$85,359
Part X · Balance sheet $825,488 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $121,892$109,822
X-2 Savings and temporary cash investmentsStart of year $0$0
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $4,062$107,502
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-10c Land, buildings and equipment, netStart of year $0$0
X-11 Publicly traded securitiesStart of year $519,675$608,164
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $645,629$825,488
X-17 Accounts payable and accrued expensesStart of year $2,010$1,067
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $0$73
X-26 Total liabilitiesStart of year $2,010$1,140
X-27 Net assets without donor restrictionsStart of year $123,944$216,184
X-28 Net assets with donor restrictionsStart of year $519,675$608,164
X-32 Total net assets or fund balancesStart of year $643,619$824,348
X-33 Total liabilities and net assetsStart of year $645,629$825,488
Part XI · Reconciliation of net assets $824,348 net assets at year end
XI-1 Total revenue$187,267
XI-2 Total expenses$85,359
XI-3 Revenue less expenses$101,908
XI-4 Net assets at start of year$643,619
XI-5 Net unrealized gains (losses) on investments$74,453
XI-8 Prior period adjustments$1,130
XI-9 Other changes in net assets$3,238
XI-10 Net assets at end of year$824,348

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.